Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Hunter is a financial advisor with over 25 years of experience in the industry. Jason is registered with LPL Financial LLC and has a Series 7, Series 6, Series 63 and Series 65 license. He is also licensed in Florida, Illinois, Michigan, Minnesota, North Carolina, Ohio, Tennessee, Texas and Wisconsin. Jason is a financial planner and provides financial advice to individuals, businesses, corporations, charitable organizations, insurance companies, investment clubs and pension and profit sharing plans. Jason is also an insurance agent and has sold insurance for various insurance carriers since 1998.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
NC
10/24/2022 - Present
LPL Financial LLC (RALEIGH NC)
NC
06/11/1997 - 07/21/2021
WADDELL & REED (RALEIGH NC)
IA
Issued 03/31/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/10/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/16/2000
Series 7 - General Securities Representative Examination
BC
Issued 06/10/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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